SOUTHERN WEALTH MANAGEMENT
Southern Wealth Management provides financial and estate planning, business succession planning, tax consulting, compliance, filing of returns, investment portfolio design and management, life insurance portfolio design and management, philanthropic planning and plan management, and family office services.
SOUTHERN WEALTH MANAGEMENT
Industry:
Consulting Financial Services Legal
Address:
Dallas, Texas, United States
Country:
United States
Website Url:
http://www.full.southernwealth.com
Total Employee:
51+
Status:
Active
Contact:
(972) 661-4600
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API LetsEncrypt WordPress Font Awesome Domain Not Resolving Wordpress Plugins
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Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2018-01-18 | Capital Plan, Inc. | Capital Plan, Inc. acquired by Southern Wealth Management | N/A |
Official Site Inspections
http://www.full.southernwealth.com
- Host name: vps117179.inmotionhosting.com
- IP address: 192.249.115.158
- Location: Los Angeles United States
- Latitude: 33.956
- Longitude: -118.3887
- Metro Code: 803
- Timezone: America/Los_Angeles
- Postal: 90045
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Nov 27, 2024 Southern Wealth Management - Wealth management firm. Acquired by CAPTRUST. Founded by Michael Olson, Richard W. Jones and 1 other in the year 2005. Southern Wealth Management has 1102 competitors. …See details»
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Southern Wealth Financial Services Tallahassee, Florida 222 followers We integrate all aspects of our clients lives to create a comprehensive and holistic financial plan.See details»
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SOUTHERN WEALTH LTD. Website. Get a D&B Hoovers Free Trial. Overview ... Unlock full sales materials and reports Contacts. Get in Touch with 1 Principals* Craig John Southern. …See details»
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Southern Wealth Solutions. Level 1, 29 Kiora Road, Miranda NSW 2228. [email protected] 02 9521 3722. Southern Wealth Solutions ABN 55 822 464 457 …See details»
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We help families create and document metrics to communicate how you’d like your gift to be utilized by the organization, and then over time, verify its deployment. ... Southern Wealth …See details»
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Nov 25, 2024 Vincent Langston is the Principal at Southern Wealth Management based in Dallas, Texas. Previously, Vincent was the Manager, Recruiting at Robert Half International …See details»